iShares Core Dividend GrowthDGROETF
13F holders, Q1 2024 (March 31)985holders
4famous investors
$58.04avg. 13F price*
At the end of Q1 2024, 985 institutions reported holding iShares Core Dividend Growth (DGRO) in their 13F filings. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($1.0B) and LPL Financial LLC ($691.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Core Dividend Growth
- CUSIP
- 46434V621
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $99.2M |
| Exits | 59 | $63.0M |
Ownership 985 holders
| Morgan Stanley | 0.09% | Reduce -3.5% | 18,876,266 | $1.1B |
| Bank of America Corp. | 0.10% | Reduce -2.4% | 17,687,966 | $1.0B |
| LPL Financial LLC | 0.37% | Add +6.7% | 11,902,978 | $691.1M |
| BlackRock Inc. | 0.01% | Add +32.2% | 9,660,918 | $560.9M |
| Raymond James Financial Services Advisors, Inc. | 0.75% | Reduce -0.7% | 8,710,235 | $505.7M |
| Envestnet Asset Management Inc. | 0.19% | Add +1.1% | 8,637,711 | $501.5M |
| FMR LLC | 0.03% | Reduce -1.4% | 7,996,613 | $464.3M |
| PNC Financial Services Group, Inc. | 0.32% | Reduce -1.0% | 7,972,561 | $462.9M |
| Ameriprise Financial Inc. | 0.13% | Reduce -21.8% | 7,881,454 | $458.0M |
| Wealthfront Advisers LLC | 1.53% | Add +1.9% | 7,508,367 | $435.9M |
| Commonwealth Equity Services, LLC | 0.69% | Add +2.1% | 7,134,724 | $414.2M |
| Capital Investment Advisors, LLC | 9.55% | Add +0.4% | 7,054,762 | $409.6M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -0.2% | 6,057,754 | $351.7M |
| Royal Bank of Canada | 0.08% | Reduce -0.1% | 5,680,940 | $329.8M |
| Wells Fargo & Company | 0.08% | Add +1.5% | 5,329,805 | $309.4M |
| UBS Group AG | 0.09% | Reduce -2.3% | 4,597,248 | $266.9M |
| Truist Financial Corp. | 0.27% | Reduce -9.9% | 3,095,063 | $179.7M |
| MML Investors Services, LLC | 0.73% | Reduce -3.4% | 3,056,144 | $177.4M |
| HighTower Advisors, LLC | 0.28% | Add +1.6% | 3,015,588 | $175.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -6.7% | 2,976,616 | $172.8M |
| Raymond James & Associates | 0.10% | Reduce -1.7% | 2,470,630 | $143.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +22.4% | 2,389,924 | $138.8M |
| Osaic Holdings, Inc. | 0.30% | Reduce -30.7% | 2,277,160 | $132.2M |
| Mariner, LLC | 0.27% | Reduce -3.1% | 2,207,136 | $128.1M |
| Stifel Financial Corp. | 0.13% | Add +2.4% | 2,021,854 | $117.4M |
| Cetera Investment Advisers | 0.26% | Add +319.5% | 1,922,423 | $111.6M |
| Avior Wealth Management, LLC | 4.28% | Add +6.7% | 1,585,159 | $92.0M |
| First Command Advisory Services, Inc. | 0.95% | Reduce -2.3% | 1,556,851 | $90.4M |
| Horizon Investments, LLC | 2.36% | Add +62.6% | 1,547,928 | $89.9M |
| American Trust | 7.02% | Reduce -29.9% | 1,447,496 | $84.0M |
| Northeast Financial Consultants Inc | 3.82% | Reduce -1.1% | 1,340,616 | $77.8M |
| Cwm, LLC | 0.34% | Reduce -4.6% | 1,213,379 | $70.4M |
| Bank of New York Mellon Corp | 0.01% | Add +5.5% | 1,195,048 | $69.4M |
| Ledyard National Bank | 6.47% | Add +5.8% | 1,151,629 | $66.9M |
| Seven Springs Wealth Group, LLC | 24.18% | Reduce -1.4% | 1,060,648 | $61.6M |
| Baird Financial Group, Inc. | 0.13% | Reduce -7.3% | 1,032,220 | $59.9M |
| Lwmg, LLC | 13.74% | Add +1.5% | 1,025,288 | $59.5M |
| Strategies Wealth Advisors, LLC | 9.12% | Add +5.2% | 1,020,945 | $59.3M |
| Private Advisor Group, LLC | 0.42% | Reduce -0.8% | 1,016,682 | $59.0M |
| Jones Financial Companies LLLP | 0.08% | Add +46.0% | 987,253 | $57.3M |
| ProVise Management Group, LLC | 4.95% | Add +35.8% | 984,720 | $57.2M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +6.3% | 942,314 | $54.7M |
| Strategic Wealth Partners, Ltd. | 5.92% | Add +1.9% | 929,317 | $54.0M |
| First Business Financial Services, Inc. | 5.67% | Add +1.3% | 910,361 | $52.9M |
| Correct Capital Wealth Management | 11.59% | Reduce -0.8% | 864,742 | $50.2M |
| Sigma Planning Corp | 1.58% | Add +127.1% | 864,481 | $50.2M |
| Gratus Wealth Advisors, LLC | 9.16% | Reduce -11.2% | 901,724 | $49.9M |
| Bogart Wealth, LLC | 2.46% | Add +1.1% | 823,172 | $47.8M |
| Conservest Capital Advisors, Inc. | 4.74% | Add +3.5% | 800,016 | $46.4M |
| Steward Partners Investment Advisory, LLC | 0.51% | Reduce -5.4% | 797,738 | $46.3M |
| Madison Wealth Partners, Inc | 16.48% | Add +1.9% | 784,751 | $45.6M |
| Captrust Financial Advisors | 0.16% | Reduce -12.5% | 729,496 | $42.4M |
| D'Orazio & Associates, Inc. | 6.75% | Reduce -17.4% | 720,961 | $41.9M |
| Smith Anglin Financial, LLC | 4.29% | Add +6.9% | 715,694 | $41.6M |
| Vestmark Advisory Solutions, Inc. | 1.63% | Reduce -22.8% | 652,667 | $37.9M |
| TD Private Client Wealth LLC | 1.18% | Add +10.2% | 620,716 | $36.0M |
| Confluence Wealth Services, Inc. | 3.15% | Add +11.1% | 614,615 | $35.7M |
| Comerica Bank | 0.15% | Reduce -1.2% | 589,449 | $34.2M |
| Etfidea, LLC | 11.26% | Add +1.7% | 569,125 | $33.0M |
| O'Dell Group, LLC | 8.10% | Add +0.8% | 569,047 | $33.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.8% | 542,452 | $31.5M |
| Ritter Daniher Financial Advisory LLC / DE | 10.13% | Add +1.2% | 527,094 | $30.6M |
| Silver Coast Investments LLC | 12.22% | Add +2.9% | 515,255 | $29.9M |
| NewEdge Advisors, LLC | 0.26% | Reduce -68.6% | 515,191 | $29.9M |
| Auto-Owners Insurance Co | 0.79% | No change | 514,500 | $29.9M |
| Vaughan David Investments LLC | 0.73% | Add +2.8% | 503,504 | $29.2M |
| Oppenheimer & Co. Inc. | 0.49% | Add +14.7% | 503,259 | $29.2M |
| TBH Global Asset Management, LLC | 5.78% | Reduce -19.7% | 498,504 | $28.9M |
| Wolff Financial Management LLC | 8.24% | Add +2.3% | 487,156 | $28.3M |
| Legacy Financial Strategies, LLC | 7.24% | Add +1.7% | 484,017 | $28.1M |
| J.W. Cole Advisors, Inc. | 1.40% | Add +6.5% | 476,475 | $27.7M |
| WealthPLAN Partners, LLC | 2.84% | Add +45.5% | 471,594 | $27.4M |
| Atria Investments, Inc | 0.37% | Add +10.5% | 460,907 | $26.8M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -13.2% | 458,885 | $26.6M |
| Lincoln National Corp. | 0.41% | Add +1.6% | 449,339 | $26.1M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -32.7% | 443,827 | $25.8M |
| Avantax Advisory Services, Inc. | 0.23% | Reduce -6.8% | 438,092 | $25.4M |
| XML Financial, LLC | 2.59% | Add +2.3% | 436,147 | $25.3M |
| Gratus Capital, LLC | 1.12% | Reduce -64.2% | 418,441 | $24.3M |
| Stratos Wealth Advisors, LLC | 1.44% | Add +2.2% | 417,926 | $24.3M |
| Prism Advisors, Inc. | 7.27% | Add +1.8% | 417,159 | $24.2M |
| Altus Wealth Management, LLC | 12.55% | Add +1.3% | 410,858 | $23.9M |
| Fifth Third Securities, Inc. | 2.28% | Add +2.2% | 404,825 | $23.5M |
| Mgo One Seven LLC | 1.19% | Add +4.8% | 393,235 | $22.8M |
| Summit Investment Advisory Services, LLC | 13.49% | Reduce -8.8% | 392,535 | $22.8M |
| Dagco, Inc. | 10.08% | New | 381,367 | $22.1M |
| Atria Wealth Solutions, Inc. | 0.24% | Add +1.3% | 368,126 | $21.4M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +10.5% | 365,706 | $21.2M |
| Compass Ion Advisors, LLC | 3.03% | Reduce -1.7% | 362,876 | $21.1M |
| Savant Capital, LLC | 0.24% | Reduce -0.7% | 353,136 | $20.5M |
| Sterling Manor Financial, LLC | 15.23% | Add +59.8% | 349,420 | $20.3M |
| Sweeney & Michel, LLC | 8.94% | — | 348,412 | $20.2M |
| Provident Wealth Management, LLC | 7.49% | Reduce -0.2% | 344,264 | $20.0M |
| Regions Financial Corp. | 0.15% | Add +1.3% | 341,751 | $19.8M |
| Consilio Wealth Advisors, LLC | 9.23% | Add +0.4% | 339,420 | $19.7M |
| Capital Planning LLC | 6.42% | Add +6.6% | 339,195 | $19.7M |
| Mercer Global Advisors Inc. | 0.06% | Add +19.9% | 338,067 | $19.6M |
| Gimbal Financial | 15.91% | New | 334,851 | $19.4M |
| Ratio Wealth Group | 3.59% | Add +5.0% | 331,863 | $19.3M |
| Vicus Capital | 1.69% | Add +4.8% | 318,603 | $18.5M |
| 9258 Wealth Management, LLC | 2.87% | Add +1.5% | 317,296 | $18.4M |
| Alliance Wealth Advisors, LLC | 11.60% | Add +3.7% | 315,955 | $18.3M |
| Capital Analysts, LLC | 0.85% | Reduce -20.5% | 312,603 | $18.1M |
| Concord Wealth Partners | 3.19% | Reduce -11.8% | 305,419 | $17.7M |
| Equitable Holdings, Inc. | 0.20% | Reduce -3.2% | 302,596 | $17.6M |
| Wealth Group Ltd | 5.28% | Add +1.5% | 296,640 | $17.1M |
| LGL Partners, LLC | 2.87% | Add +21.1% | 295,022 | $17.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4.71% | Add +2.7% | 285,668 | $16.6M |
| Meridian Financial Partners LLC | 21.11% | Add +3.1% | 297,323 | $16.4M |
| Assetmark, Inc. | 0.05% | Add +1.4% | 281,568 | $16.3M |
| Crumly & Associates Inc. | 4.24% | Add +26.7% | 277,538 | $16.1M |
| Allegheny Financial Group | 4.96% | Add +4.8% | 276,852 | $16.1M |
| FFT Wealth Management LLC | 1.37% | Add +26.7% | 274,442 | $15.9M |
| SOA Wealth Advisors, LLC. | 3.27% | Reduce -3.1% | 272,343 | $15.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -28.7% | 272,302 | $15.8M |
| Gallagher Fiduciary Advisors, LLC | 0.56% | Reduce -1.9% | 270,706 | $15.7M |
| Dynamic Advisor Solutions LLC | 0.53% | Add +3.5% | 270,104 | $15.7M |
| Choreo, LLC | 0.40% | Add +4.8% | 269,646 | $15.7M |
| Capital Advisors, Ltd. LLC | 2.01% | Add +2.0% | 265,171 | $15.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -2.2% | 261,231 | $15.2M |
| Mutual Advisors, LLC | 0.49% | Reduce -5.8% | 260,474 | $15.1M |
| MAI Capital Management | 0.15% | Add +36.2% | 255,162 | $14.8M |
| Morton Community Bank | 4.19% | Add +4.5% | 250,626 | $14.6M |
| Integrated Advisors Network LLC | 0.74% | Add +135.7% | 249,580 | $14.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.17% | Add +14.4% | 249,500 | $14.5M |
| Pacific Wealth Management | 8.25% | No change | 268,696 | $14.5M |
| Flagstar Securities, Inc. | 4.02% | Add +0.9% | 248,620 | $14.4M |
| KOM Wealth Management Group, LLC | 14.16% | Add +221.8% | 247,782 | $14.4M |
| HB Wealth Management, LLC | 0.18% | Reduce -0.8% | 247,006 | $14.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +1.1% | 243,712 | $14.1M |
| First Horizon Advisors, Inc. | 0.43% | Add +9.3% | 241,318 | $14.0M |
| Smith Chas P & Associates Pa Cpas | 0.85% | Reduce -3.0% | 241,021 | $14.0M |
| Concord Asset Management, LLC | 3.68% | Reduce -8.1% | 240,678 | $14.0M |
| PFS Partners, LLC | 9.24% | Add +0.5% | 234,961 | $13.6M |
| DAVENPORT & Co LLC | 0.08% | Add +1.9% | 233,008 | $13.5M |
| Ridgecrest Wealth Partners, LLC | 8.02% | Reduce -5.7% | 232,148 | $13.5M |
| Custos Family Office, LLC | 6.83% | Add +1.1% | 228,104 | $13.2M |
| Scott Capital Advisors, LLC | 3.92% | Add +9.7% | 224,680 | $12.9M |
| Journey Advisory Group, LLC | 1.59% | Reduce -3.8% | 221,475 | $12.9M |
| Well Done, LLC | 2.44% | Reduce -3.5% | 214,107 | $12.4M |
| Gunma Bank,Ltd. | 6.42% | Add +121.0% | 210,000 | $12.2M |
| KPP Advisory Services LLC | 3.34% | New | 209,332 | $12.2M |
| IFS Advisors, LLC | 10.53% | Reduce -0.1% | 207,774 | $12.1M |
| 4J Wealth Management LLC | 10.29% | Add +0.4% | 205,347 | $11.9M |
| Legacy Financial Advisors, Inc. | 2.13% | Reduce -5.4% | 204,348 | $11.9M |
| Colonial Trust Advisors | 1.16% | Add +4.4% | 201,894 | $11.7M |
| PSI Advisors, LLC | 4.23% | Reduce -0.5% | 201,675 | $11.7M |
| Jackson Wealth Management, LLC | 1.43% | Add +8.7% | 196,887 | $11.4M |
| Apexium Financial, LP | 0.86% | Add +1.1% | 195,015 | $11.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.85% | Reduce -3.2% | 193,019 | $11.2M |
| Regent Peak Wealth Advisors LLC | 2.80% | Add +5.6% | 189,577 | $11.0M |
| Corient Private Wealth LP | 0.02% | Reduce -1.3% | 189,290 | $11.0M |
| Cypress Financial Planning LLC | 5.02% | Add +78.1% | 188,783 | $11.0M |
| Tandem Wealth Advisors LLC | 5.96% | Add +12.7% | 187,899 | $10.8M |
| Connectus Wealth, LLC | 0.29% | Add +8.8% | 183,713 | $10.7M |
| Sound View Wealth Advisors Group, LLC | 1.13% | Reduce -10.6% | 182,944 | $10.6M |
| Philip James Wealth Mangement, LLC | 7.50% | Add +5.7% | 182,375 | $10.6M |
| Argent Advisors, Inc. | 4.16% | Add +5.1% | 181,198 | $10.5M |
| Powers Advisory Group, LLC | 6.01% | Add +2.4% | 181,136 | $10.5M |
| Princeton Global Asset Management LLC | 2.47% | Reduce -0.6% | 178,894 | $10.4M |
| Principal Securities, Inc. | 0.32% | Add +9.3% | 178,666 | $10.4M |
| Beaumont Financial Advisors, LLC | 0.85% | Reduce -19.9% | 178,491 | $10.4M |
| Capital Investment Advisory Services, LLC | 1.11% | Reduce -1.1% | 177,932 | $10.3M |
| FC Advisory LLC | 3.76% | Reduce -1.3% | 175,899 | $10.2M |
| DDFG, Inc | 3.23% | Add +3.2% | 175,094 | $10.2M |
| Verus Capital Partners, LLC | 1.12% | Add +3.0% | 174,252 | $10.1M |
| Integrated Wealth Concepts LLC | 0.15% | Add +4.6% | 174,063 | $10.1M |
| Allworth Financial LP | 0.07% | Add +242.7% | 172,627 | $10.0M |
| Eq LLC | 6.12% | Add +43.8% | 170,961 | $9.9M |
| Creative Planning | 0.01% | Reduce -7.3% | 170,337 | $9.9M |
| Brass Tax Wealth Management, Inc. | 5.13% | — | 169,474 | $9.8M |
| OneDigital Investment Advisors LLC | 0.15% | Reduce -1.1% | 169,364 | $9.8M |
| Cornerstone Wealth Management, LLC | 0.79% | Add +4.6% | 168,096 | $9.8M |
| Waverly Advisors, LLC | 0.23% | Add +12.4% | 167,493 | $9.7M |
| Prospera Financial Services Inc | 0.29% | Reduce -1.5% | 166,668 | $9.7M |
| Perritt Capital Management Inc | 5.22% | Add +1.7% | 166,525 | $9.7M |
| Citigroup Inc. | 0.01% | Reduce -16.0% | 165,944 | $9.6M |
| Modus Advisors, LLC | 3.56% | Add +1.4% | 165,650 | $9.6M |
| Shepherd Financial Partners LLC | 1.26% | Add +8.3% | 165,147 | $9.6M |
| Forte Asset Management LLC | 5.81% | Reduce -11.0% | 165,055 | $9.6M |
| Objectivity Squared, LLC | 8.26% | Add +11.6% | 166,074 | $9.4M |
| Park Avenue Securities LLC | 0.12% | Add +18.8% | 159,080 | $9.2M |
| Foundations Investment Advisors, LLC | 0.24% | Add +2.7% | 157,530 | $9.1M |
| Accel Wealth Management | 3.88% | Add +0.9% | 157,467 | $9.1M |
| Monterey Private Wealth, Inc. | 3.62% | Add +1.0% | 155,116 | $9.0M |
| Thoroughbred Financial Services, LLC | 0.86% | Reduce -19.1% | 153,835 | $8.9M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -4.7% | 151,884 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -4.7% | 151,884 | $8.8M |
| Kestra Private Wealth Services, LLC | 0.20% | Reduce -47.5% | 150,605 | $8.7M |
| Cresset Asset Management, LLC | 0.04% | Add +90.9% | 150,406 | $8.7M |
| National Bank of Canada | 0.01% | Add +5.0% | 150,778 | $8.7M |
| Premier Path Wealth Partners, LLC | 1.62% | Add +19.0% | 148,086 | $8.6M |
| Alternative Investment Advisors, LLC. | 5.13% | Add +4.2% | 147,582 | $8.5M |
| EverSource Wealth Advisors, LLC | 0.66% | Add +27.3% | 150,575 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.46% | Reduce -1.1% | 144,846 | $8.4M |
| WealthShield Partners, LLC | 1.34% | Reduce -25.4% | 143,159 | $8.3M |
| Asset Dedication, LLC | 0.62% | Reduce -12.3% | 142,356 | $8.3M |
| Essex Financial Services, Inc. | 0.76% | Reduce -1.4% | 141,500 | $8.2M |
| BBR Partners, LLC | 0.64% | Add +0.0% | 137,463 | $8.0M |
| D.A. Davidson & Co. | 0.07% | Reduce -1.8% | 136,943 | $8.0M |
| Colonial Trust Co / SC | 1.44% | Reduce -2.1% | 132,910 | $7.7M |
| Knightsbridge Asset Management, LLC | 2.21% | No change | 143,032 | $7.7M |
| Matisse Capital | 3.66% | Reduce -2.9% | 130,927 | $7.6M |
| Baker Avenue Asset Management, LP | 0.29% | Add +40.8% | 129,391 | $7.5M |
| Rooted Wealth Advisors, Inc. | 3.70% | Add +2.3% | 130,557 | $7.5M |
| Eastern Bank | 0.31% | Reduce -3.6% | 128,490 | $7.5M |
| TriaGen Wealth Management LLC | 3.04% | Add +12.6% | 126,180 | $7.3M |
| Patriot Financial Group Insurance Agency, LLC | 1.15% | Reduce -27.1% | 124,058 | $7.2M |
| Avidian Wealth Enterprises, LLC | 0.38% | Reduce -1.1% | 123,102 | $7.1M |
| Csenge Advisory Group | 0.40% | Reduce -12.7% | 122,496 | $7.1M |
| Physician Wealth Advisors, Inc. | 1.48% | Reduce -0.3% | 127,697 | $7.1M |
| Aprio Wealth Management, LLC | 1.38% | Add +22.4% | 121,421 | $7.0M |
| Atlas Private Wealth Advisors | 2.35% | New | 120,879 | $7.0M |
| TD Waterhouse Canada Inc. | 0.05% | Reduce -26.4% | 94,242 | $7.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -5.5% | 119,400 | $6.9M |
| Advisory Services Network, LLC | 0.15% | Add +2.5% | 118,083 | $6.9M |
| Litman Gregory Wealth Management LLC | 0.62% | Add +55.1% | 117,951 | $6.8M |
| Redhawk Wealth Advisors, Inc. | 1.08% | Reduce -49.1% | 114,408 | $6.6M |
| Ieq Capital, LLC | 0.09% | Add +4.5% | 113,682 | $6.6M |
| Connecticut Wealth Management, LLC | 0.35% | Add +22.1% | 113,008 | $6.6M |
| Houlihan Financial Resource Group, Ltd. | 2.93% | Add +1.6% | 112,490 | $6.5M |
| Arkos Global Advisors | 1.09% | Add +10.3% | 112,101 | $6.5M |
| Yarger Wealth Strategies, LLC | 4.41% | Reduce -16.9% | 111,477 | $6.5M |
| Graypoint LLC | 0.47% | Add +6.0% | 110,679 | $6.4M |
| Lineweaver Wealth Advisors, LLC | 1.51% | Reduce -1.5% | 109,539 | $6.4M |
| Autumn Glory Partners, LLC | 3.10% | Reduce -5.9% | 109,190 | $6.3M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -27.0% | 108,536 | $6.3M |
| TrinityPoint Wealth, LLC | 1.03% | Add +7.7% | 107,380 | $6.2M |
| Royal Fund Management, LLC | 0.69% | Add +4.2% | 103,264 | $6.0M |
| Pacific Financial Group Inc. | 4.12% | Reduce -1.5% | 102,927 | $6.0M |
| Kingsview Wealth Management, LLC | 0.15% | Reduce -1.9% | 100,757 | $5.8M |
| Fernwood Investment Management, LLC | 1.69% | Add +5.8% | 99,918 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -3.1% | 116,201 | $5.8M |
| Capital Investment Counsel, LLC | 1.24% | Add +45.5% | 99,378 | $5.8M |
| Meridian Financial Advisors, LLC | 4.29% | Add +5.3% | 99,007 | $5.7M |
| Global Retirement Partners, LLC | 0.21% | Add +10.6% | 96,772 | $5.6M |
| WealthPlan Investment Management, LLC | 0.85% | Reduce -28.1% | 96,252 | $5.6M |
| Aspire Wealth Management Corp | 3.32% | Reduce -2.6% | 94,880 | $5.5M |
| Wela Strategies, Inc. | 2.60% | Reduce -2.7% | 94,749 | $5.5M |
| Merit Financial Group, LLC | 0.13% | Add +3.1% | 96,957 | $5.5M |
| Castle Wealth Management LLC | 2.86% | Reduce -5.7% | 94,187 | $5.5M |
| Stonebridge Financial Planning Group, LLC | 2.89% | Add +2.9% | 94,117 | $5.5M |
| Integrated Investment Consultants, LLC | 1.50% | Reduce -2.3% | 93,865 | $5.4M |
| Natixis Advisors, LLC | 0.01% | Add +20.8% | 93,636 | $5.4M |
| Glen Eagle Advisors, LLC | 1.03% | Reduce -0.8% | 93,297 | $5.4M |
| Towercrest Capital Management | 0.91% | Add +24.0% | 92,842 | $5.4M |
| FourThought Financial Partners, LLC | 0.61% | Reduce -24.5% | 92,386 | $5.4M |
| HF Advisory Group, LLC | 2.99% | Add +0.8% | 92,009 | $5.3M |
| Eagle Strategies LLC | 1.18% | Reduce -56.7% | 91,746 | $5.3M |
| Hubbell Strickland Wealth Management, LLC | 2.65% | Add +4.0% | 90,194 | $5.2M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 89,154 | $5.2M |
| Zacks Investment Management | 0.06% | New | 88,921 | $5.2M |
| First National Corp. /Ma/ | 1.27% | No change | 95,824 | $5.2M |
| Professional Financial Advisors, LLC | 1.47% | Add +4.7% | 88,375 | $5.1M |
| Quad-Cities Investment Group, LLC | 2.96% | Reduce -3.8% | 87,208 | $5.1M |
| US Bancorp \de | 0.01% | Reduce -5.2% | 87,199 | $5.1M |
| Davidson Investment Advisors | 0.25% | Reduce -9.7% | 83,045 | $4.8M |
| Smith, Moore & Co. | 0.50% | Add +8.6% | 81,387 | $4.7M |
| Visionary Wealth Advisors | 0.32% | Reduce -0.5% | 81,321 | $4.7M |
| Harbour Investments, Inc. | 0.17% | Reduce -1.7% | 81,230 | $4.7M |
| NewEdge Wealth, LLC | 0.11% | Add +18.7% | 84,064 | $4.7M |
| Raymond James Trust N.A. | 0.11% | Add +5.1% | 80,586 | $4.7M |
| Talisman Wealth Advisors LLC | 5.85% | Add +16.9% | 80,197 | $4.7M |
| Parsons Capital Management Inc. | 0.32% | Reduce -0.7% | 79,807 | $4.6M |
| Sunbelt Securities, Inc. | 0.51% | Reduce -15.9% | 79,351 | $4.6M |
| Stephens Inc. | 0.07% | Reduce -1.1% | 79,050 | $4.6M |
| Prudential Financial Inc. | 0.01% | Add +4.6% | 78,691 | $4.6M |
| Hoese & Co LLP | 4.13% | Reduce -0.2% | 80,574 | $4.5M |
| Johnson & White Wealth Management, LLC | 3.28% | Add +9.4% | 77,620 | $4.5M |
| Bank of Montreal | 0.00% | Add +4.0% | 38,201 | $4.5M |
| Family Asset Management, LLC | 2.76% | Add +5.5% | 76,020 | $4.4M |
| LexAurum Advisors, LLC | 1.11% | Add +2.3% | 75,192 | $4.4M |
| Founders Financial Securities LLC | 0.46% | Add +49.7% | 74,829 | $4.3M |
| Fermata Advisors, LLC | 0.97% | Add +2.0% | 74,227 | $4.3M |
| Cascade Financial Partners, LLC | 0.62% | — | 76,857 | $4.3M |
| 180 Wealth Advisors, LLC | 0.77% | Reduce -6.9% | 73,674 | $4.3M |
| Red Tortoise LLC | 2.35% | Add +0.5% | 72,515 | $4.2M |
| Marino, Stram & Associates LLC | 0.99% | Add +0.1% | 72,354 | $4.2M |
| Tranquility Partners, LLC | 1.59% | Reduce -0.0% | 71,082 | $4.1M |
| Level Four Advisory Services, LLC | 0.23% | No change | 76,671 | $4.1M |
| Pinnacle Associates Ltd. | 0.07% | Add +7.2% | 71,029 | $4.1M |
| Family Legacy, Inc. | 1.48% | Reduce -2.6% | 70,765 | $4.1M |
| Theory Financial LLC | 2.04% | Reduce -4.9% | 68,866 | $4.0M |
| Forbes Financial Planning, Inc. | 3.40% | Add +5.1% | 68,015 | $3.9M |
| Herold Advisors, Inc. | 0.95% | Reduce -7.5% | 67,350 | $3.9M |
| Jane Street Group, LLC | 0.01% | New | 65,823 | $3.8M |
| Cornell Pochily Investment Advisors, Inc. | 1.51% | Reduce -7.8% | 65,503 | $3.8M |
| Sheets Smith Wealth Management | 0.43% | Add +1255.4% | 65,478 | $3.8M |
| &partners | 0.52% | Add +53.9% | 63,286 | $3.8M |
| Strategic Equity Management | 3.15% | New | 64,935 | $3.8M |
| Benedetti & Gucer, Inc. | 1.85% | Add +3.6% | 64,280 | $3.7M |
| MBE Wealth Management, LLC | 2.28% | Reduce -82.9% | 63,637 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +38.3% | 62,809 | $3.6M |
| Strategic Financial Concepts, LLC | 0.88% | Add +51.0% | 62,634 | $3.6M |
| Marshall Financial Group, LLC | 1.03% | Add +8.6% | 61,737 | $3.6M |
| Sowa Financial Group, Inc. | 2.89% | No change | 65,876 | $3.5M |
| Northern Trust Corp. | 0.00% | Add +19.5% | 60,871 | $3.5M |
| Kohmann Bosshard Financial Services, LLC | 0.47% | No change | 58,032 | $3.4M |
| Valmark Advisers, Inc. | 0.06% | Add +4.6% | 57,853 | $3.4M |
| Financial Advocates Investment Management | 0.19% | Add +3.1% | 57,145 | $3.3M |
| Lantern Wealth Advisors, LLC | 2.29% | Reduce -1.6% | 56,052 | $3.3M |
| Measured Wealth Private Client Group, LLC | 1.13% | No change | 55,763 | $3.2M |
| Renaissance Technologies | 0.01% | Add +13.7% | 55,500 | $3.2M |
| Guidance Capital, Inc. | 1.18% | Reduce -13.7% | 57,986 | $3.2M |
| Twelve Points Wealth Management LLC | 1.17% | Reduce -1.6% | 55,149 | $3.2M |
| Guidance Point Advisors, LLC | 1.07% | Add +0.5% | 54,384 | $3.2M |
| Ameritas Advisory Services, LLC | 0.13% | Add +431.2% | 55,889 | $3.1M |
| Elevation Point Wealth Partners, LLC | 0.24% | Reduce -9.9% | 53,748 | $3.1M |
| Keystone Financial Group | 0.46% | Reduce -3.1% | 53,653 | $3.1M |
| Spire Wealth Management | 0.06% | Reduce -8.4% | 53,431 | $3.1M |
| Blair William & Co. | 0.01% | Add +4.1% | 52,907 | $3.1M |
| All Season Financial Advisors, Inc. | 2.45% | Add +57.8% | 50,981 | $3.0M |
| Beacon Bridge Wealth Partners, LLC | 1.39% | Add +20.9% | 50,859 | $3.0M |
| Rosenblum Silverman Sutton S F Inc. | 0.83% | Reduce -3.4% | 50,491 | $2.9M |
| Weaver Consulting Group | 1.08% | No change | 50,255 | $2.9M |
| IFP Advisors, Inc | 0.13% | Add +2.0% | 50,074 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +24.0% | 49,948 | $2.9M |
| StoneX Group Inc. | 0.26% | Add +12.9% | 49,759 | $2.9M |
| EPG Wealth Management LLC | 0.71% | Add +2.1% | 49,704 | $2.9M |
| JPL Wealth Management, LLC | 1.59% | Add +51.0% | 49,567 | $2.9M |
| 1832 Asset Management L.P. | 0.01% | Reduce -81.3% | 48,720 | $2.8M |
| RFG Advisory, LLC | 0.09% | Add +1.8% | 46,712 | $2.7M |
| Fluent Financial, LLC | 1.49% | Add +1.8% | 46,346 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.17% | Reduce -0.8% | 46,304 | $2.7M |
| Financial Perspectives, Inc | 1.02% | Add +7.1% | 46,303 | $2.7M |
| GAMMA Investing LLC | 0.55% | Add +835.8% | 46,095 | $2.7M |
| TD Capital Management LLC | 0.29% | Reduce -21.2% | 46,059 | $2.7M |
| Northeast Financial Group, Inc. | 1.18% | Reduce -16.0% | 45,894 | $2.7M |
| Hazlett, Burt & Watson, Inc. | 1.59% | Add +1.2% | 45,655 | $2.7M |
| Cambridge Financial Group, LLC | 1.25% | Reduce -0.3% | 45,203 | $2.6M |
| Crewe Advisors LLC | 0.30% | Reduce -0.1% | 45,040 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Add +0.2% | 44,932 | $2.6M |
| Arete Wealth Advisors, LLC | 0.24% | Add +0.3% | 44,877 | $2.6M |
| Independent Financial Group, LLC | 0.12% | Reduce -0.8% | 44,750 | $2.6M |
| Harbor Investment Advisory, LLC | 0.27% | Add +0.5% | 44,589 | $2.6M |
| KCM Investment Advisors LLC | 0.10% | Reduce -0.2% | 44,181 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +25.4% | 44,077 | $2.6M |
| Oak Asset Management, LLC | 0.95% | Reduce -0.2% | 43,942 | $2.6M |
| Samalin Investment Counsel, LLC | 1.21% | Add +1.3% | 43,604 | $2.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -14.3% | 43,411 | $2.5M |
| Howe & Rusling Inc. | 0.24% | Reduce -4.9% | 43,317 | $2.5M |
| Financial Insights, Inc. | 0.71% | Reduce -2.4% | 42,553 | $2.5M |
| Harbor Advisory Corp. | 0.83% | Reduce -12.2% | 41,823 | $2.4M |
| Echo Wealth Management, LLC | 2.00% | Reduce -24.9% | 41,588 | $2.4M |
| Old Mission Investment Co LLC | 0.80% | Reduce -1.3% | 41,152 | $2.4M |
| Focus Partners Wealth | 0.02% | Add +89.7% | 41,081 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +9.3% | 40,834 | $2.4M |
| Insight Advisors, LLC/ PA | 0.46% | Reduce -8.5% | 40,771 | $2.4M |
| Brio Consultants, LLC | 0.40% | Reduce -10.3% | 40,689 | $2.4M |
| Leo Wealth, LLC | 0.24% | Reduce -0.0% | 40,723 | $2.4M |
| Creative Financial Designs Inc. | 0.22% | Reduce -8.9% | 40,489 | $2.4M |
| WBH Advisory Inc. | 0.24% | Reduce -3.1% | 40,471 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -8.0% | 40,428 | $2.3M |
| Western Wealth Management, LLC | 0.18% | Add +4.4% | 40,198 | $2.3M |
| Sterling Investment Counsel, LLC | 1.06% | Reduce -0.4% | 39,465 | $2.3M |
| 360 Financial, Inc. | 0.88% | Reduce -2.9% | 38,973 | $2.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.53% | No change | 37,715 | $2.2M |
| Spirepoint Private Client, LLC | 0.33% | — | 37,497 | $2.2M |
| Gallacher Capital Management LLC | 1.10% | Add +17.1% | 37,331 | $2.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.54% | Reduce -1.9% | 37,275 | $2.2M |
| Islay Capital Management, LLC | 1.62% | Add +6.2% | 37,149 | $2.2M |
| Verdence Capital Advisors LLC | 0.19% | Add +5.8% | 36,827 | $2.1M |
| Gries Financial LLC | 0.36% | New | 36,802 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +17.9% | 36,691 | $2.1M |
| Cerity Partners LLC | 0.01% | Reduce -35.3% | 36,624 | $2.1M |
| Geneos Wealth Management Inc. | 0.10% | Add +0.2% | 36,347 | $2.1M |
| Kovack Advisors, Inc. | 0.25% | Add +0.5% | 35,520 | $2.1M |
| Fiduciary Group, LLC | 0.23% | Reduce -7.3% | 35,519 | $2.1M |
| Southland Equity Partners LLC | 0.57% | Add +0.4% | 35,178 | $2.0M |
| Curi Capital, LLC | 0.05% | Add +60.2% | 34,623 | $2.0M |
| Central Pacific Bank - Trust Division | 0.26% | — | 34,696 | $2.0M |
| GSG Advisors LLC | 0.74% | Reduce -0.3% | 34,922 | $2.0M |
| Bailard, Inc. | 0.06% | Reduce -3.0% | 34,296 | $2.0M |
| Nissay Asset Management Corp. /Japan | 0.01% | No change | 34,183 | $2.0M |
| HBW Advisory Services LLC | 0.37% | No change | 36,766 | $2.0M |
| Forza Wealth Management, LLC | 1.03% | Add +6.0% | 34,003 | $2.0M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -4.1% | 33,994 | $2.0M |
| Horizon Investment Services, LLC | 0.96% | Reduce -0.4% | 33,924 | $2.0M |
| Sound Stewardship, LLC | 1.19% | Reduce -3.9% | 33,845 | $2.0M |
| Scotia Capital Inc. | 0.01% | Reduce -0.9% | 33,706 | $2.0M |
| Rodgers & Associates, LTD | 0.25% | Reduce -24.1% | 33,655 | $2.0M |
| Intrua Financial, LLC | 0.30% | Add +2.2% | 33,487 | $1.9M |
| Advisory Alpha, LLC | 0.08% | Reduce -0.1% | 32,802 | $1.9M |
| Centurion Wealth Management LLC | 0.74% | Reduce -1.6% | 32,487 | $1.9M |
| CoreCap Advisors, LLC | 0.10% | Add +1.6% | 32,460 | $1.9M |
| Advocacy Wealth Management, LLC | 0.16% | Reduce -82.6% | 32,224 | $1.9M |
| Midland Wealth Advisors, LLC | 0.11% | Reduce -52.6% | 32,135 | $1.9M |
| Signal Advisors Wealth, LLC | 0.46% | Reduce -28.8% | 31,898 | $1.9M |
| Stokes Family Office, LLC | 0.23% | Add +1.9% | 31,886 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +2.5% | 31,878 | $1.9M |
| Robertson Stephens Wealth Management, LLC | 0.10% | No change | 31,456 | $1.8M |
| Objective Capital Management, LLC | 1.22% | Add +1.7% | 31,232 | $1.8M |
| Exencial Wealth Advisors, LLC | 0.07% | Reduce -9.6% | 30,869 | $1.8M |
| Tennessee Valley Asset Management Partners | 0.43% | Add +5.5% | 30,854 | $1.8M |
| JB Capital LLC | 0.12% | Add +2.9% | 30,765 | $1.8M |
| AE Wealth Management LLC | 0.02% | Reduce -95.8% | 30,713 | $1.8M |
| Williams & Novak, LLC | 2.02% | No change | 33,053 | $1.8M |
| Icon Wealth Advisors, LLC | 0.16% | Reduce -2.7% | 30,534 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -15.3% | 30,500 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.21% | Reduce -50.2% | 30,452 | $1.8M |
| Alhambra Investment Management LLC | 0.95% | Add +372.1% | 30,075 | $1.7M |
| Prepared Retirement Institute LLC | 1.30% | Reduce -23.4% | 29,995 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.0% | 29,839 | $1.7M |
| Foguth Wealth Management, LLC. | 0.92% | — | 29,645 | $1.7M |
| Two Sigma Securities, LLC | 0.08% | Add +127.3% | 29,564 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.65% | Reduce -4.2% | 29,570 | $1.7M |
| Perennial Investment Advisors, LLC | 0.26% | Add +3.4% | 29,293 | $1.7M |
| ShoreHaven Wealth Partners, LLC | 0.94% | Add +5.3% | 29,292 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +31.8% | 29,279 | $1.7M |
| Certified Advisory Corp | 0.23% | Reduce -0.5% | 28,917 | $1.7M |
| Northside Capital Management, LLC | 0.30% | No change | 28,701 | $1.7M |
| Invst, LLC | 0.20% | Add +6.6% | 28,711 | $1.7M |
| Counterweight Ventures, LLC | 1.32% | Reduce -46.0% | 28,266 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.35% | Reduce -1.9% | 28,266 | $1.6M |
| John W. Brooker & Co., CPAs | 0.88% | Add +0.4% | 28,155 | $1.6M |
| Endowment Wealth Management, Inc. | 1.22% | Reduce -27.8% | 28,155 | $1.6M |
| Kowal Investment Group, LLC | 0.35% | New | 27,862 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +8.2% | 27,631 | $1.6M |
| PFG Investments, LLC | 0.10% | Add +583.6% | 27,617 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -13.3% | 27,380 | $1.6M |
| Keudell/Morrison Wealth Management | 0.48% | No change | 27,339 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -3.4% | 27,229 | $1.6M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -1.1% | 27,783 | $1.6M |
| Mendel Money Management | 0.73% | Reduce -5.9% | 27,045 | $1.6M |
| Dohj, LLC | 0.42% | Reduce -5.0% | 27,005 | $1.6M |
| Uptick Partners, LLC | 1.18% | Reduce -11.3% | 26,706 | $1.6M |
| Cedar Wealth Management, LLC | 0.51% | Add +0.5% | 26,572 | $1.5M |
| Boston Mountain Money Management Inc. | 1.05% | — | 26,532 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +312.9% | 26,489 | $1.5M |
| Element Pointe Advisors, LLC | 0.39% | Reduce -2.4% | 26,474 | $1.5M |
| Bouvel Investment Partners, LLC | 0.66% | Reduce -0.6% | 26,446 | $1.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -36.9% | 26,426 | $1.5M |
| Gouws Capital LLC | 1.15% | Reduce -0.4% | 26,170 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Reduce -28.2% | 25,953 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +59.3% | 25,853 | $1.5M |
| Greater Midwest Financial Group, LLC | 0.93% | Reduce -5.2% | 25,625 | $1.5M |
| Kapstone Financial Advisors LLC | 1.01% | No change | 25,492 | $1.5M |
| Priebe Wealth Holdings LLC | 1.15% | Reduce -1.6% | 25,443 | $1.5M |
| Whalerock Point Partners, LLC | 0.41% | Add +7.2% | 25,156 | $1.5M |
| First Heartland Consultants, Inc. | 0.15% | Reduce -5.4% | 24,640 | $1.4M |
| Goldstone Financial Group, LLC | 0.33% | Reduce -24.4% | 24,431 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | Add +17.5% | 24,151 | $1.4M |
| Mosaic Financial Group, LLC | 1.12% | — | 24,144 | $1.4M |
| LMCG Investments, LLC | 0.08% | Add +1.4% | 24,046 | $1.4M |
| Clear Creek Financial Management, LLC | 0.18% | Reduce -5.5% | 23,924 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -2.7% | 23,759 | $1.4M |
| Apollon Wealth Management, LLC | 0.04% | Add +4.6% | 23,678 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -3.1% | 23,495 | $1.4M |
| Compound Planning, Inc. | 0.13% | Add +1.6% | 23,485 | $1.4M |
| Titleist Asset Management, LLC | 0.24% | Reduce -1.9% | 23,296 | $1.4M |
| Drive Wealth Management, LLC | 0.37% | Add +23.4% | 23,040 | $1.3M |
| Biondo Investment Advisors, LLC | 0.21% | Add +8.3% | 23,038 | $1.3M |
| McLean Asset Management Corp | 0.46% | Reduce -2.9% | 23,299 | $1.3M |
| Leavell Investment Management, Inc. | 0.08% | Reduce -1.0% | 22,940 | $1.3M |
| MidAtlantic Capital Management, Inc. | 1.15% | Add +2.0% | 22,576 | $1.3M |
| Roman Butler Fullerton & Co. | 0.49% | Add +0.3% | 23,284 | $1.3M |
| Consolidated Portfolio Review Corp | 0.34% | Reduce -2.4% | 22,437 | $1.3M |
| Ellis Investment Partners, LLC | 0.28% | Add +4.8% | 22,261 | $1.3M |
| Carr Financial Group Corp | 0.43% | Reduce -9.2% | 22,238 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +144.6% | 21,827 | $1.3M |
| Ehrlich Financial Group | 1.05% | Reduce -63.0% | 21,405 | $1.2M |
| CRA Financial Services, LLC | 0.27% | No change | 21,264 | $1.2M |
| First Foundation Advisors | 0.05% | Reduce -7.5% | 21,212 | $1.2M |
| OMNI 360 Wealth, Inc. | 1.01% | Reduce -2.9% | 21,149 | $1.2M |
| Eudaimonia Advisors LLC | 0.65% | Reduce -8.6% | 21,078 | $1.2M |
| Occidental Asset Management, LLC | 0.23% | Reduce -1.7% | 20,966 | $1.2M |
| Summit Wealth Partners, LLC | 0.26% | Add +0.5% | 20,809 | $1.2M |
| NCM Capital Management, LLC | 0.67% | Add +0.6% | 20,525 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +127.0% | 20,427 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Add +51.1% | 24,101 | $1.2M |
| CreativeOne Wealth, LLC | 0.05% | Add +11.1% | 20,348 | $1.2M |
| Wells Financial Advisors INC | 0.80% | No change | 20,286 | $1.2M |
| PFG Advisors | 0.09% | Reduce -1.7% | 20,285 | $1.2M |
| Gotham Asset Management | 0.02% | New | 20,264 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.20% | Reduce -1.8% | 20,183 | $1.2M |
| First Bancorp, Inc | 0.89% | Reduce -1.8% | 20,183 | $1.2M |
| Beacon Financial Advisory LLC | 0.57% | Reduce -67.8% | 20,050 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.21% | Reduce -14.0% | 20,035 | $1.2M |
| Joel Isaacson & Co., LLC | 0.06% | Add +0.5% | 19,865 | $1.2M |
| Arkadios Wealth Advisors | 0.09% | Add +23.1% | 19,502 | $1.1M |
| Pine Harbor Wealth Management, LLC | 0.70% | Add +18.3% | 19,254 | $1.1M |
| Idaho Trust Co | 1.07% | New | 19,177 | $1.1M |
| Fingerlakes Wealth Management, Inc. | 1.07% | Add +7.7% | 19,177 | $1.1M |
| Summit Financial Wealth Advisors, LLC | 0.23% | Reduce -0.3% | 19,171 | $1.1M |
| High Net Worth Advisory Group LLC | 0.35% | Add +25.7% | 19,127 | $1.1M |
| Mascoma Wealth Management LLC | 0.32% | Reduce -7.6% | 19,081 | $1.1M |
| Optimum Investment Advisors | 0.51% | Add +3.5% | 19,075 | $1.1M |
| CGC Financial Services, LLC | 0.58% | Reduce -73.2% | 19,048 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.13% | Add +18.7% | 18,784 | $1.1M |
| Naples Global Advisors, LLC | 0.11% | Reduce -2.5% | 18,761 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Add +17.1% | 18,288 | $1.1M |
| Investment Partners, LTD. | 0.48% | Add +0.1% | 18,216 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | Reduce -5.3% | 18,209 | $1.1M |
| Ignite Planners, LLC | 0.29% | Add +99.1% | 18,149 | $1.0M |
| NFSG Corp | 0.45% | Reduce -0.1% | 17,767 | $1.0M |
| Commonwealth Financial Services, LLC | 0.24% | No change | 19,124 | $1.0M |
| Aurora Private Wealth, Inc. | 0.88% | Reduce -0.1% | 17,623 | $1.0M |
| Ranch Capital Advisors Inc. | 0.54% | Add +2.7% | 17,344 | $1.0M |
| Sequent Planning LLC | 0.36% | — | 17,213 | $999K |
| Grey Ledge Advisors, LLC | 0.28% | Reduce -1.9% | 17,123 | $994K |
| Ethos Financial Group, LLC | 0.19% | Add +5.5% | 17,015 | $990K |
| Summit X, LLC | 0.25% | Add +1.9% | 16,984 | $986K |
| New Capital Management LP | 0.29% | No change | 16,980 | $986K |
| WealthCare Investment Partners, LLC | 0.48% | Reduce -23.3% | 16,946 | $984K |
| Virtue Capital Management, LLC | 0.17% | New | 17,339 | $973K |
| Valley National Advisers Inc. | 0.15% | Reduce -6.6% | 16,624 | $965K |
| Alliance Wealth Management Group | 0.28% | Add +38.2% | 16,481 | $957K |
| Essex Bank | 0.28% | No change | 17,631 | $949K |
| Oxford Financial Group, LTD. LLC | 0.07% | No change | 16,182 | $940K |
| Paladin Advisory Group, LLC | 0.74% | Reduce -0.2% | 16,213 | $936K |
| Brandywine Oak Private Wealth LLC | 0.10% | No change | 16,106 | $935K |
| Stratos Investment Management, LLC | 0.09% | New | 16,096 | $935K |
| Hilltop Holdings Inc. | 0.10% | New | 15,997 | $929K |
| Hartline Investment Corp./ | 0.16% | New | 15,864 | $921K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +0.1% | 15,864 | $921K |
| Inscription Capital, LLC | 0.15% | Add +79.5% | 15,800 | $917K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -41.5% | 15,748 | $914K |
| Market Street Wealth Management Advisors LLC | 0.16% | Reduce -1.8% | 15,716 | $912K |
| Acorn Financial Advisory Services Inc. | 0.17% | Reduce -1.9% | 15,664 | $909K |
| Pasadena Private Wealth, LLC | 0.21% | Add +3.2% | 15,507 | $900K |
| Rovin Capital /Ut/ | 0.37% | Add +13.6% | 15,401 | $894K |
| IFG Advisory, LLC | 0.07% | Add +0.8% | 15,351 | $891K |
| Tranquilli Financial Advisor LLC | 0.59% | Add +110.8% | 15,335 | $890K |
| NSI Retail Advisors, LLC | 0.13% | Reduce -16.5% | 15,220 | $884K |
| CSM Advisors, LLC | 0.06% | Reduce -16.5% | 15,220 | $884K |
| Financial Life Advisors | 0.37% | Reduce -50.2% | 15,075 | $875K |
| Moneywise, Inc. | 0.47% | New | 15,025 | $872K |
| Sound Financial Strategies Group, LLC | 0.72% | Reduce -2.2% | 14,959 | $869K |
| Simplicity Wealth,LLC | 0.02% | New | 14,881 | $864K |
| FinTrust Capital Advisors, LLC | 0.17% | Reduce -24.9% | 14,730 | $855K |
| Quadrant Private Wealth Management, LLC | 0.22% | Add +2.9% | 14,708 | $854K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +0.1% | 14,618 | $849K |
| MMBG Investment Advisors Co. | 0.09% | No change | 14,580 | $847K |
| Brown Brothers Harriman & Co. | 0.01% | Add +104.5% | 14,264 | $828K |
| Focus Financial Network, Inc. | 0.04% | — | 14,968 | $828K |
| Watts Gwilliam & Co., LLC | 0.25% | — | 14,214 | $823K |
| Main Street Financial Solutions, LLC | 0.09% | Add +4.8% | 14,111 | $819K |
| MWA Asset Management | 0.59% | Add +5.9% | 14,080 | $817K |
| Private Trust Co. NA | 0.09% | Reduce -2.3% | 14,043 | $815K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.09% | Add +7.8% | 13,994 | $812K |
| Trek Financial, LLC | 0.06% | New | 13,967 | $811K |
| Opal Wealth Advisors, LLC | 0.27% | Add +5.6% | 13,865 | $805K |
| Redwood Financial Network Corp | 0.70% | Reduce -25.6% | 13,810 | $802K |
| Eight 31 Financial, LLC | 0.50% | Reduce -55.3% | 13,611 | $790K |
| Sunburst Financial Group, LLC | 0.22% | Reduce -2.2% | 13,606 | $786K |
| Accurate Wealth Management, LLC | 0.23% | New | 14,067 | $784K |
| Aspiriant, LLC | 0.03% | Reduce -45.5% | 13,463 | $782K |
| Pinnacle Bancorp, Inc. | 0.23% | Reduce -4.1% | 13,340 | $775K |
| Warner Financial, Inc. | 0.39% | Add +0.5% | 13,287 | $771K |
| Annex Advisory Services, LLC | 0.03% | Reduce -2.9% | 13,253 | $769K |
| West Wealth Group, LLC | 0.28% | New | 13,114 | $761K |
| International Assets Investment Management, LLC | 0.08% | Reduce -0.1% | 13,153 | $759K |
| Smithfield Trust Co | 0.04% | No change | 12,896 | $748K |
| Lincoln Capital LLC | 0.17% | Reduce -0.5% | 12,851 | $746K |
| Aspen Wealth Management LLC | 0.29% | Add +0.4% | 12,831 | $745K |
| Arrowroot Family Office, LLC | 0.48% | Reduce -10.5% | 12,790 | $743K |
| LifePlan Financial, LLC | 0.68% | Add +3.0% | 12,767 | $741K |
| Good Life Advisors, LLC | 0.07% | Reduce -36.8% | 12,738 | $740K |
| Veracity Capital LLC | 0.29% | Reduce -8.3% | 12,710 | $738K |
| Element Wealth, LLC | 0.43% | Add +19.5% | 12,689 | $737K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -0.7% | 12,663 | $735K |
| Evernest Financial Advisors, LLC | 0.34% | No change | 12,992 | $724K |
| Insight Wealth Strategies, LLC | 0.11% | Reduce -1.8% | 12,423 | $721K |
| M3 Advisory Group, LLC | 0.64% | New | 12,246 | $711K |
| Advance Capital Management, Inc. | 0.05% | Add +29.4% | 12,228 | $710K |
| Addison Advisors LLC | 0.24% | Reduce -2.7% | 12,169 | $707K |
| Astoria Portfolio Advisors LLC. | 0.27% | Reduce -8.5% | 12,715 | $706K |
| PCA Investment Advisory Services Inc. | 0.40% | Add +4.3% | 12,131 | $704K |
| SigFig Wealth Management, LLC | 0.03% | Add +7.8% | 11,961 | $694K |
| Parallel Advisors, LLC | 0.02% | Reduce -6.2% | 11,940 | $693K |
| American State Bank (Iowa) | 0.46% | Add +9.1% | 11,934 | $693K |
| RVW Wealth, LLC | 0.07% | Add +12.4% | 11,808 | $686K |
| Flagship Private Wealth, LLC | 0.44% | Add +0.1% | 11,749 | $682K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Reduce -18.4% | 11,731 | $681K |
| Capital Market Strategies LLC | 0.52% | Reduce -10.1% | 11,727 | $681K |
| Lido Advisors, LLC | 0.01% | Reduce -4.7% | 11,726 | $681K |
| Cardinal Point Capital Management ULC | 0.13% | Add +0.1% | 11,709 | $680K |
| Cornerstone Advisors Asset Management, LLC | 0.24% | No change | 11,681 | $678K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 11,654 | $677K |
| Fort Sheridan Advisors LLC | 0.13% | Add +20.8% | 11,637 | $676K |
| ARS Investment Partners, LLC | 0.07% | No change | 11,557 | $671K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.50% | Reduce -95.4% | 11,508 | $668K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -48.2% | 11,413 | $663K |
| SouthState Bank Corp | 0.05% | Add +166.2% | 11,390 | $661K |
| Wealth Management Associates, Inc. | 0.31% | Add +4.2% | 11,455 | $660K |
| Centaurus Financial, Inc. | 0.05% | Add +2.5% | 11,295 | $656K |
| Diversified Trust Co. | 0.02% | Add +102.0% | 11,250 | $653K |
| Venture Visionary Partners LLC | 0.03% | Add +0.5% | 11,220 | $651K |
| Olde Wealth Management, LLC | 0.31% | Add +46.9% | 11,374 | $650K |
| SignalPoint Asset Management, LLC | 0.18% | Reduce -4.5% | 11,141 | $647K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.8% | 10,973 | $637K |
| Roberts Financial Services LLC | 0.13% | No change | 10,957 | $636K |
| Apeiron RIA LLC | 0.18% | Add +0.4% | 10,923 | $634K |
| Sowell Financial Services LLC | 0.03% | Reduce -6.4% | 10,887 | $632K |
| Principle Wealth Partners LLC | 0.05% | No change | 10,853 | $630K |
| Headinvest, LLC | 0.12% | Reduce -1.1% | 10,841 | $629K |
| Kraft, Davis & Associates, LLC | 0.19% | Reduce -13.3% | 10,887 | $628K |
| Magnus Financial Group LLC | 0.08% | Add +7.0% | 10,812 | $628K |
| Wealth Effects LLC | 0.23% | Reduce -19.6% | 10,810 | $628K |
| Atwater Malick LLC | 0.22% | Add +39.7% | 10,774 | $626K |
| Albion Financial Group | 0.05% | Reduce -1.3% | 10,696 | $621K |
| Anchor Investment Management, LLC | 0.06% | Add +4.1% | 10,597 | $615K |
| Randolph Co Inc | 0.08% | Reduce -15.0% | 10,562 | $613K |
| CVA Family Office, LLC | 0.11% | Add +6.6% | 10,475 | $608K |
| Future Financial Wealth Managment LLC | 0.46% | Reduce -3.0% | 10,404 | $604K |
| Diversify Advisory Services, LLC | 0.04% | — | 10,441 | $603K |
| Claro Advisors Inc. | 0.10% | Add +3.4% | 10,359 | $601K |
| Girard Partners LTD. | 0.06% | Reduce -1.3% | 10,254 | $595K |
| Biltmore Family Office, LLC | 0.12% | No change | 10,247 | $595K |
| Brasada Capital Management, LP | 0.10% | Reduce -5.6% | 10,061 | $584K |
| Investment Advisory Group, LLC | 0.24% | Add +0.2% | 10,052 | $584K |
| Human Investing LLC | 0.12% | Add +0.5% | 9,982 | $580K |
| Probity Advisors, Inc. | 0.12% | Add +0.4% | 9,920 | $576K |
| Wintrust Investments LLC | 0.05% | Add +7.6% | 9,718 | $564K |
| High Falls Advisors, Inc | 0.14% | Reduce -9.8% | 9,705 | $563K |
| W Advisors, LLC | 0.39% | No change | 9,697 | $563K |
| Sachetta, LLC | 0.27% | No change | 10,455 | $563K |
| Criterion Capital Advisors, LLC | 0.37% | Reduce -4.8% | 9,613 | $558K |
| Guardian Asset Advisors, LLC | 0.46% | Reduce -19.7% | 9,596 | $557K |
| MSH Capital Advisors LLC | 0.20% | Reduce -39.8% | 9,567 | $555K |
| Adell Harriman & Carpenter Inc. | 0.05% | Add +18.0% | 9,508 | $552K |
| West Paces Advisors Inc. | 0.15% | New | 9,488 | $551K |
| GeoWealth Management, LLC | 0.02% | Reduce -4.3% | 9,403 | $546K |
| Eastover Investment Advisors LLC | 0.26% | Add +112.7% | 9,254 | $537K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -18.9% | 9,240 | $537K |
| Whelan Financial | 0.24% | Add +0.0% | 9,224 | $536K |
| NovaPoint Capital, LLC | 0.19% | New | 9,115 | $529K |
| McAdam, LLC | 0.03% | Reduce -1.2% | 9,086 | $528K |
| Millennium Management | 0.00% | New | 8,953 | $520K |
| Balboa Wealth Partners | 0.17% | Reduce -0.7% | 8,942 | $519K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 8,884 | $516K |
| Cox Capital Mgt LLC | 0.32% | Add +5.4% | 8,857 | $514K |
| Glenview Trust Co | 0.01% | Reduce -3.0% | 8,791 | $510K |
| Rothschild Wealth LLC | 0.18% | — | 8,732 | $507K |
| Investment Partners Asset Management, Inc. | 0.46% | Add +0.8% | 8,721 | $506K |
| Householder Group Estate & Retirement Specialist, LLC | 0.15% | Add +0.6% | 8,701 | $505K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -13.4% | 8,833 | $500K |
| River Wealth Advisors LLC | 0.07% | No change | 8,579 | $498K |
| Relative Value Partners Group, LLC | 0.03% | Reduce -0.4% | 9,061 | $494K |
| Community Financial Services Group, LLC | 0.11% | — | 8,452 | $491K |
| First National Trust Co | 0.02% | Add +15.4% | 8,445 | $490K |
| Demars Financial Group, LLC | 0.24% | Reduce -22.8% | 8,407 | $488K |
| Fifth Third Bancorp | 0.00% | Reduce -0.2% | 8,379 | $486K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -13.0% | 8,374 | $486K |
| Mission Wealth Management, LP | 0.01% | Reduce -21.8% | 8,365 | $486K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -98.1% | 8,359 | $485K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.8% | 8,289 | $481K |
| First Manhattan Co. Llc. | 0.00% | No change | 8,259 | $480K |
| Scott & Selber, Inc. | 0.16% | Add +0.0% | 8,222 | $477K |
| City State Bank | 0.21% | Add +2.1% | 8,195 | $476K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -2.8% | 8,177 | $475K |
| Security Financial Services, INC. | 0.11% | No change | 8,169 | $474K |
| Alta Wealth Advisors LLC | 0.24% | Add +0.3% | 8,169 | $474K |
| Hanson & Doremus Investment Management | 0.08% | No change | 8,148 | $473K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -1.0% | 8,135 | $472K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -28.5% | 8,108 | $471K |
| Avaii Wealth Management, LLC | 0.28% | Reduce -5.0% | 8,085 | $469K |
| Summit Financial Strategies, Inc. | 0.07% | No change | 8,062 | $468K |
| Empire Financial Management Company, LLC | 0.15% | Reduce -3.6% | 7,950 | $462K |
| Quadcap Wealth Management, LLC | 0.10% | Add +0.3% | 7,909 | $459K |
| Private Portfolio Partners LLC | 0.10% | Add +30.7% | 7,884 | $458K |
| Wedmont Private Capital | 0.03% | No change | 7,972 | $457K |
| Collaborative Wealth Managment Inc. | 0.23% | No change | 7,859 | $456K |
| Betterment LLC | 0.00% | Add +0.2% | 7,849 | $456K |
| Continuum Advisory, LLC | 0.07% | Reduce -27.3% | 7,883 | $454K |
| Formidable Asset Management, LLC | 0.07% | Reduce -27.1% | 7,745 | $450K |
| Keebeck Wealth Management | 0.07% | No change | 7,703 | $447K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.5% | 7,688 | $446K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -0.6% | 7,681 | $446K |
| Garrett Wealth Advisory Group, LLC | 0.18% | Reduce -0.8% | 7,674 | $446K |
| Breakwater Capital Group | 0.11% | Add +41.0% | 7,649 | $444K |
| Sovereign Financial Group, Inc. | 0.12% | Reduce -27.2% | 7,642 | $444K |
| Cibc World Market Inc. | 0.00% | Add +5.1% | 7,618 | $442K |
| Atlantic Union Bankshares Corp | 0.04% | No change | 7,611 | $442K |
| Whitener Capital Management, Inc. | 0.14% | Add +0.7% | 7,550 | $438K |
| Paces Ferry Wealth Advisors, LLC | 0.28% | Add +0.2% | 7,542 | $438K |
| Sandy Spring Bank | 0.02% | Reduce -20.9% | 7,532 | $437K |
| Financial Partners Group, Inc | 0.07% | Add +0.5% | 7,521 | $437K |
| Intrepid Capital Management Inc. | 0.28% | New | 7,479 | $434K |
| Marcum Wealth, LLC | 0.04% | Add +1.3% | 7,405 | $430K |
| Commerce Bank | 0.00% | Reduce -2.3% | 7,320 | $425K |
| BKM Wealth Management, LLC | 0.18% | Reduce -43.9% | 7,308 | $424K |
| Family Capital Trust Co | 0.15% | No change | 7,300 | $424K |
| New England Private Wealth Advisors LLC | 0.07% | Reduce -5.7% | 7,302 | $423K |
| Diametric Capital, LP | 0.23% | New | 7,216 | $419K |
| HUB Investment Partners, LLC | 0.02% | New | 7,189 | $417K |
| Ayrshire Capital Management LLC | 0.22% | Reduce -27.3% | 7,155 | $415K |
| Koss-Olinger Consulting, LLC | 0.22% | New | 7,155 | $415K |
| Brady Family Wealth, LLC | 0.13% | Add +0.5% | 7,088 | $412K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | Add +2.7% | 7,086 | $411K |
| Allen Capital Group, LLC | 0.06% | No change | 7,076 | $411K |
| Evermay Wealth Management LLC | 0.06% | Add +28.3% | 7,064 | $410K |
| HFG Advisors, Inc. | 0.36% | New | 7,062 | $410K |
| Quadrant Capital Group LLC | 0.03% | Reduce -26.8% | 7,000 | $406K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +0.5% | 6,961 | $404K |
| Core Wealth Advisors, Inc. | 0.14% | Reduce -2.3% | 6,941 | $403K |
| First City Capital Management, Inc. | 0.22% | No change | 6,929 | $402K |
| Naples Money Management LLC | 0.40% | New | 6,924 | $402K |
| Deutsche Bank AG | 0.00% | Reduce -33.2% | 6,877 | $399K |
| Evergreen Capital Management LLC | 0.02% | Add +41.2% | 6,859 | $398K |
| Alterna Wealth Management, Inc. | 0.32% | Add +4.7% | 6,854 | $398K |
| Belpointe Asset Management LLC | 0.03% | Add +47.7% | 6,843 | $397K |
| Aptus Capital Advisors, LLC | 0.01% | Add +10.0% | 6,796 | $395K |
| Farther Finance Advisors, LLC | 0.02% | Add +104.1% | 6,820 | $394K |
| Insight Wealth Partners, LLC | 0.26% | No change | 6,759 | $392K |
| Ellenbecker Investment Group | 0.08% | New | 6,733 | $391K |
| Regal Investment Advisors LLC | 0.03% | Reduce -2.0% | 6,705 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +362.3% | 6,704 | $389K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.7% | 6,736 | $389K |
| Levy Wealth Management Group, LLC | 0.11% | No change | 7,109 | $383K |
| Destination Wealth Management | 0.01% | Add +33.7% | 6,551 | $380K |
| Mandatum Life Insurance Co Ltd | 0.13% | No change | 6,546 | $380K |
| Commonwealth Retirement Investments LLC | 0.18% | Reduce -8.6% | 6,539 | $380K |
| Wealth Management Resources, Inc. | 0.11% | No change | 6,519 | $379K |
| Creekmur Asset Management LLC | 0.13% | Reduce -53.1% | 6,519 | $379K |
| Continuum Wealth Advisors, LLC | 0.21% | Reduce -2.8% | 6,508 | $378K |
| Glassman Wealth Services | 0.08% | Add +105.1% | 6,425 | $373K |
| Stonebrook Private Inc. | 0.11% | Reduce -0.1% | 6,397 | $371K |
| Tandem Capital Management Corp. | 0.21% | Reduce -1.5% | 6,379 | $370K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 6,348 | $369K |
| SVB Wealth LLC | 0.01% | Add +0.1% | 6,330 | $367K |
| ICA Group Wealth Management, LLC | 0.07% | Reduce -4.4% | 6,304 | $366K |
| Franklin Resources Inc. | 0.00% | Add +16.7% | 6,300 | $366K |
| Silvercrest Asset Management Group LLC | 0.00% | Reduce -29.3% | 6,250 | $363K |
| National Wealth Management Group, LLC | 0.28% | Reduce -3.0% | 6,221 | $361K |
| Mendel Capital Management LLC | 0.24% | Add +0.3% | 6,116 | $355K |
| FDx Advisors, Inc. | 0.05% | Reduce -90.4% | 6,100 | $354K |
| Lane & Associates LLC | 0.22% | Add +17.3% | 6,085 | $353K |
| Florida Financial Advisors, LLC | 0.26% | Reduce -20.6% | 6,038 | $351K |
| RDA Financial Network | 0.12% | Reduce -1.1% | 6,012 | $349K |
| Pegasus Partners Ltd. | 0.04% | No change | 5,980 | $347K |
| Buffington Mohr McNeal | 0.06% | Reduce -2.0% | 5,894 | $342K |
| Texas Capital Bank Wealth Management Services Inc | 0.04% | Reduce -1.2% | 5,871 | $341K |
| Bleakley Financial Group, LLC | 0.01% | Add +0.5% | 5,835 | $339K |
| Perigon Wealth Management, LLC | 0.01% | Add +22.7% | 5,805 | $337K |
| Stone House Investment Management, LLC | 0.08% | Reduce -79.8% | 5,785 | $336K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 6,223 | $335K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,736 | $333K |
| Round Rock Advisors LLC | 0.08% | New | 5,719 | $332K |
| Vident Advisory, LLC | 0.01% | No change | 5,703 | $331K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -21.7% | 5,701 | $331K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,694 | $331K |
| Carl P. Sherr & Co., LLC | 0.19% | Reduce -9.7% | 5,671 | $329K |
| First Merchants Corp. | 0.02% | No change | 5,669 | $329K |
| Westside Investment Management, Inc. | 0.08% | Reduce -7.3% | 5,645 | $328K |
| Colton Groome Financial Advisors, LLC | 0.13% | Add +50.3% | 5,604 | $325K |
| Aspen Wealth Strategies, LLC | 0.22% | Reduce -88.2% | 5,573 | $324K |
| Retirement Group, LLC | 0.12% | Add +3.2% | 5,565 | $323K |
| Wedbush Securities Inc. | 0.01% | Reduce -11.9% | 5,568 | $323K |
| Latitude Advisors, LLC | 0.20% | Add +0.1% | 5,547 | $322K |
| Aua Capital Management, LLC | 0.19% | New | 5,544 | $322K |
| Planning Alternatives Ltd. | 0.05% | Reduce -1.8% | 5,505 | $320K |
| Clarus Wealth Advisors | 0.18% | Reduce -1.3% | 5,635 | $319K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,484 | $318K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -13.2% | 5,479 | $318K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -2.4% | 5,466 | $317K |
| Royal Harbor Partners, LLC | 0.14% | Add +0.0% | 5,465 | $317K |
| Stephens Consulting, LLC | 0.10% | Add +68.0% | 5,444 | $316K |
| HM Payson & Co. | 0.01% | Reduce -2.0% | 5,427 | $315K |
| Kelly Financial Services LLC | 0.12% | Add +2.2% | 5,418 | $315K |
| Hunter Associates Investment Management LLC | 0.05% | No change | 5,400 | $314K |
| First Commonwealth Financial Corp | 0.08% | Reduce -22.6% | 5,372 | $312K |
| McDonald Partners LLC | 0.09% | Reduce -21.0% | 5,350 | $311K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -9.0% | 5,330 | $309K |
| Bond & Devick Financial Network, Inc. | 0.17% | Add +15.6% | 5,306 | $308K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 5,293 | $307K |
| Zhang Financial LLC | 0.02% | Add +6.0% | 5,254 | $305K |
| Francis Financial, Inc. | 0.10% | New | 5,248 | $305K |
| Heck Capital Advisors, LLC | 0.05% | Add +489.2% | 5,203 | $302K |
| BNP Paribas Financial Markets | 0.00% | New | 5,200 | $302K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +14.7% | 5,155 | $299K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -32.5% | 3,747 | $299K |
| Apollon Financial, LLC | 0.10% | New | 5,074 | $295K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.1% | 5,008 | $291K |
| Fisher Asset Management | 0.00% | Reduce -3.2% | 5,002 | $290K |
| SOL Capital Management CO | 0.04% | No change | 5,000 | $290K |
| Philadelphia Trust Co. | 0.02% | Add +19.1% | 4,935 | $287K |
| BCU Wealth Advisors, LLC | 0.24% | Add +0.4% | 4,906 | $285K |
| GC Wealth Management RIA, LLC | 0.06% | No change | 4,888 | $284K |
| CW Advisors, LLC | 0.00% | Reduce -42.0% | 4,877 | $283K |
| Janiczek Wealth Management, LLC | 0.06% | Add +712.3% | 4,874 | $283K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,866 | $283K |
| Davis R M Inc. | 0.01% | No change | 4,862 | $282K |
| Integrity Financial Corp | 0.19% | Reduce -0.9% | 4,829 | $280K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -32.9% | 4,820 | $280K |
| Community Trust & Investment Co. | 0.02% | Reduce -5.3% | 4,797 | $279K |
| Imprint Wealth LLC | 0.07% | New | 4,823 | $278K |
| EFG Asset Management (Americas) Corp. | 0.08% | Reduce -73.9% | 4,795 | $278K |
| Mattern Capital Management, LLC | 0.04% | Reduce -34.5% | 4,744 | $275K |
| Flow Traders U.S. LLC | 0.01% | New | 4,712 | $274K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.7% | 4,707 | $273K |
| Realta Investment Advisors | 0.06% | Add +0.1% | 4,690 | $272K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 4,675 | $271K |
| Southeast Asset Advisors, LLC | 0.03% | No change | 4,613 | $268K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 4,593 | $267K |
| Montis Financial, LLC | 0.13% | No change | 4,575 | $266K |
| Clear Investment Research, LLC | 0.36% | Reduce -1.5% | 4,564 | $265K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -30.4% | 4,563 | $265K |
| Essex LLC | 0.06% | No change | 4,560 | $265K |
| Bluesphere Advisors LLC | 0.15% | New | 4,520 | $262K |
| Signaturefd, LLC | 0.01% | Add +6.9% | 4,517 | $262K |
| Navis Wealth Advisors, LLC | 0.31% | No change | 4,506 | $262K |
| Willis Johnson & Associates, Inc. | 0.02% | Reduce -0.7% | 4,502 | $261K |
| Curtis Advisory Group, LLC | 0.10% | No change | 4,500 | $261K |
| Arthur M. Cohen & Associates, LLC | 0.06% | No change | 4,500 | $261K |
| Accordant Advisory Group Inc | 0.20% | — | 4,497 | $261K |
| NorthRock Partners, LLC | 0.01% | Add +13.2% | 4,478 | $260K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 4,463 | $259K |
| CIC Wealth, LLC | 0.07% | Reduce -0.8% | 4,440 | $258K |
| TRUE Private Wealth Advisors | 0.03% | Add +1.2% | 4,421 | $257K |
| Teamwork Financial Advisors, LLC | 0.04% | Reduce -4.9% | 4,403 | $256K |
| Tiaa Trust, National Association | 0.00% | Reduce -34.3% | 4,389 | $255K |
| Financial Counselors Inc. | 0.00% | No change | 4,366 | $253K |
| Romano Brothers and Company | 0.03% | No change | 4,315 | $251K |
| Cassady Schiller Wealth Management, LLC | 0.11% | Reduce -0.1% | 4,261 | $247K |
| American Capital Advisory, LLC | 0.21% | Add +20.3% | 4,924 | $246K |
| Firethorn Wealth Partners, LLC | 0.14% | Reduce -0.3% | 4,231 | $246K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +150.1% | 4,226 | $245K |
| SP Asset Management LLC | 0.02% | Add +0.4% | 4,219 | $245K |
| LM Advisors LLC | 0.04% | No change | 4,196 | $244K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -12.5% | 4,191 | $243K |
| M&T Bank Corp | 0.00% | New | 4,150 | $241K |
| Summit Trail Advisors, LLC | 0.01% | New | 4,143 | $241K |
| Summit Global Investments | 0.02% | Add +0.3% | 4,109 | $239K |
| Castle Rock Wealth Management, LLC | 0.07% | Reduce -2.8% | 4,274 | $238K |
| Advisors Capital Management, LLC | 0.00% | Reduce -35.8% | 4,083 | $237K |
| Waterfront Wealth Inc. | 0.07% | No change | 4,195 | $236K |
| Ascent Group, LLC | 0.02% | Reduce -3.2% | 4,062 | $236K |
| Ruggaard & Associates LLC | 0.11% | New | 4,054 | $235K |
| Nicolet Advisory Services, LLC | 0.02% | New | 4,103 | $235K |
| SPC Financial, Inc. | 0.02% | Reduce -37.1% | 4,000 | $232K |
| Gateway Wealth Partners, LLC | 0.08% | New | 3,933 | $228K |
| FSB Premier Wealth Management, Inc. | 0.11% | Add +3.4% | 3,924 | $228K |
| TAP Consulting, LLC | 0.05% | New | 3,890 | $226K |
| GDS Wealth Management | 0.03% | No change | 3,873 | $225K |
| Hirtle & Co., LLC | 0.01% | No change | 3,869 | $225K |
| Key Financial Inc | 0.06% | No change | 3,861 | $224K |
| American Money Management, LLC | 0.05% | Reduce -0.1% | 3,851 | $224K |
| Guardian Capital Advisors LP | 0.02% | No change | 4,000 | $221K |
| Nwam LLC | 0.02% | Add +1.9% | 3,849 | $219K |
| LGT Financial Advisors LLC | 0.25% | Reduce -1.3% | 3,773 | $219K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 3,746 | $217K |
| Bradley Foster & Sargent Inc. | 0.00% | New | 3,727 | $216K |
| LJI Wealth Management, LLC | 0.05% | Reduce -4.8% | 3,648 | $212K |
| First Financial Bankshares Inc | 0.00% | New | 3,645 | $212K |
| MTM Investment Management, LLC | 0.09% | New | 3,629 | $211K |
| Berger Financial Group, Inc | 0.02% | Reduce -4.1% | 3,619 | $210K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 3,610 | $210K |
| Founders Financial Alliance, LLC | 0.06% | Reduce -2.4% | 3,597 | $209K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -18.8% | 3,542 | $206K |
| UMB Bank, n.a. | 0.00% | No change | 3,542 | $206K |
| Coldstream Capital Management Inc. | 0.01% | New | 3,533 | $205K |
| HHM Wealth Advisors, LLC | 0.03% | Add +12.8% | 3,530 | $205K |
| Meridian Management Co. | 0.06% | New | 3,515 | $204K |
| OneAscent Financial Services LLC | 0.02% | New | 3,499 | $203K |
| Brogan Financial, Inc. | 0.13% | New | 3,472 | $202K |
| Sensible Money, LLC | 0.11% | New | 3,455 | $201K |
| Arlington Trust Co LLC | 0.05% | No change | 3,423 | $199K |
| Spotlight Asset Group, Inc. | 0.14% | No change | 3,400 | $197K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,355 | $195K |
| Ancora Advisors LLC | 0.00% | No change | 3,336 | $194K |
| North Star Investment Management Corp. | 0.01% | Add +13.2% | 3,291 | $191K |
| Rothschild Investment LLC | 0.01% | No change | 3,031 | $176K |
| Caitlin John, LLC | 0.13% | No change | 3,028 | $176K |
| Trust Co. of Vermont | 0.01% | No change | 3,001 | $174K |
| GHP Investment Advisors, Inc. | 0.01% | Add +8.4% | 2,963 | $172K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Add +6.8% | 2,865 | $166K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 2,780 | $161K |
| Sanctuary Wealth Management, L.L.C. | 0.13% | Add +0.5% | 2,709 | $157K |
| West Branch Capital LLC | 0.06% | Reduce -2.5% | 2,632 | $153K |
| Tyler-Stone Wealth Management | 0.07% | Add +60.7% | 2,612 | $152K |
| Barrett & Company, Inc. | 0.07% | No change | 2,600 | $151K |
| Larson Financial Group LLC | 0.01% | Add +2.4% | 2,529 | $147K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +30.7% | 2,510 | $146K |
| Qube Research & Technologies Ltd | 0.00% | Add +25.0% | 2,500 | $145K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.5% | 2,479 | $144K |
| CENTRAL TRUST Co | 0.00% | No change | 2,357 | $137K |
| PFG Private Wealth Management, LLC | 0.09% | Reduce -0.8% | 2,353 | $137K |
| St Germain D J Co. Inc. | 0.01% | No change | 2,290 | $133K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 2,280 | $132K |
| WASHINGTON TRUST Co | 0.00% | Add +806.0% | 2,265 | $132K |
| Bokf, NA | 0.00% | Reduce -30.9% | 2,097 | $121K |
| Lanark Financial, Inc. | 0.01% | No change | 2,080 | $121K |
| Private Capital Management LLC | 0.03% | Add +2.5% | 2,031 | $118K |
| Cranbrook Wealth Management, LLC | 0.03% | No change | 1,967 | $114K |
| Bessemer Group Inc. | 0.00% | Reduce -15.7% | 1,958 | $114K |
| West Financial Advisors, LLC | 0.02% | No change | 1,895 | $110K |
| Arax Advisory Partners | 0.01% | Add +0.6% | 1,830 | $106K |
| Tucker Asset Management LLC | 0.02% | No change | 1,755 | $102K |
| Archer Investment Corp | 0.03% | No change | 1,642 | $95K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.6% | 1,594 | $93K |
| MCF Advisors LLC | 0.01% | Reduce -0.3% | 1,574 | $91K |
| Carolinas Wealth Consulting LLC | 0.02% | Add +0.3% | 1,560 | $91K |
| Cordgrass Capital Advisors, LLC | 0.03% | No change | 1,485 | $86K |
| Gleason Group, Inc. | 0.02% | Add +0.6% | 1,430 | $83K |
| Pineridge Advisors LLC | 0.03% | Reduce -0.1% | 1,394 | $81K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,379 | $80K |
| Stuart Chaussee & Associates, Inc. | 0.02% | No change | 1,349 | $78K |
| Clean Yield Group | 0.03% | No change | 1,300 | $75K |
| Mendota Financial Group, LLC | 0.04% | No change | 1,270 | $74K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,229 | $71K |
| Belvedere Trading LLC | 0.01% | New | 1,221 | $71K |
| Gen-Wealth Partners Inc | 0.04% | — | 1,217 | $71K |
| Castleview Partners, LLC | 0.04% | No change | 1,101 | $64K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.3% | 1,091 | $63K |
| PrairieView Partners, LLC | 0.01% | Add +10.6% | 1,045 | $61K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 1,044 | $60K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 1,018 | $59K |
| Wiser Advisor Group LLC | 0.09% | No change | 990 | $57K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.11% | Reduce -39.6% | 962 | $56K |
| Morton Brown Family Wealth, LLC | 0.02% | No change | 899 | $52K |
| Versant Capital Management, Inc | 0.01% | Add +0.5% | 864 | $50K |
| Brown, Lisle/Cummings, Inc. | 0.02% | No change | 850 | $49K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.2% | 833 | $48K |
| Hollencrest Capital Management | 0.00% | Add +0.5% | 815 | $47K |
| Central Bank & Trust Co. | 0.01% | Add +67.5% | 774 | $45K |
| Elevation Wealth Partners, LLC | 0.02% | New | 758 | $44K |
| JNBA Financial Advisors | 0.00% | No change | 756 | $44K |
| Phillips Financial Management, LLC | 0.00% | No change | 751 | $44K |
| Bellevue Asset Management, LLC | 0.02% | No change | 750 | $44K |
| Clearstead Advisors, LLC | 0.00% | New | 686 | $40K |
| Whittier Trust Co. | 0.00% | Add +0.5% | 657 | $38K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -68.3% | 613 | $36K |
| Jamison Private Wealth Management, Inc. | 0.01% | New | 598 | $35K |
| Beacon Capital Management, LLC | 0.01% | No change | 576 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 531 | $31K |
| Raleigh Capital Management Inc. | 0.01% | No change | 516 | $30K |
| Independence Bank of Kentucky | 0.01% | No change | 505 | $29K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 500 | $29K |
| Horrell Capital Management, Inc. | 0.01% | New | 500 | $29K |
| MGB Wealth Management, LLC | 0.01% | No change | 485 | $28K |
| FRG Family Wealth Advisors LLC | 0.01% | New | 500 | $28K |
| LifeSteps Financial, Inc. | 0.02% | New | 471 | $27K |
| Benjamin Edwards Inc. | 0.01% | Add +29.1% | 470 | $27K |
| Smartleaf Asset Management LLC | 0.01% | No change | 460 | $27K |
| Missouri Trust & Investment Co | 0.01% | No change | 400 | $23K |
| Blue Trust, Inc. | 0.00% | Add +17.9% | 395 | $23K |
| Country Trust Bank | 0.00% | New | 320 | $19K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 316 | $18K |
| Avion Wealth | 0.00% | Reduce -1.0% | 309 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -1.3% | 308 | $18K |
| Elevate Wealth Advisory, Inc. | 0.02% | No change | 308 | $18K |
| Scarborough Advisors, LLC | 0.01% | New | 297 | $17K |
| RE Dickinson Investment Advisors, LLC | 0.01% | No change | 300 | $17K |
| Partnership Wealth Management, LLC | 0.01% | No change | 264 | $15K |
| Sound Income Strategies, LLC | 0.00% | New | 257 | $15K |
| Pflug Koory, LLC | 0.00% | No change | 256 | $15K |
| Tsfg, LLC | 0.00% | No change | 243 | $14K |
| IAG Wealth Partners, LLC | 0.00% | No change | 236 | $14K |
| Mather Group, Llc. | 0.00% | New | 245 | $13K |
| Hartford Financial Management Inc. | 0.00% | No change | 200 | $12K |
| Ransom Advisory, Ltd | 0.01% | — | 189 | $11K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 187 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 176 | $10K |
| First Personal Financial Services | 0.00% | No change | 170 | $10K |
| Caldwell Trust Co | 0.00% | No change | 166 | $10K |
| CNB Bank | 0.00% | No change | 150 | $9K |
| Security National Bank | 0.00% | No change | 146 | $8K |
| Financial Management Professionals, Inc. | 0.00% | New | 112 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 100 | $6K |
| Costello Asset Management, INC | 0.00% | Reduce -74.6% | 99 | $6K |
| WR Wealth Planners, LLC | 0.00% | New | 99 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 87 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +2766.7% | 86 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Add +58.0% | 79 | $5K |
| Birchbrook, Inc. | 0.00% | No change | 65 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 65 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 63 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 61 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 55 | $3K |
| Kessler Investment Group, LLC | 0.00% | New | 53 | $3K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 51 | $3K |
| Planning Capital Management Corp | 0.00% | New | 50 | $3K |
| Abound Wealth Management | 0.00% | New | 37 | $2K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 33 | $2K |
| Investors Research Corp | 0.00% | New | 28 | $2K |
| Bangor Savings Bank | 0.00% | New | 25 | $1K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 20 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.4% | 19 | $1K |
| Northwest Capital Management Inc | 0.00% | No change | 18 | $1K |
| Tidemark, LLC | 0.00% | New | 18 | $1K |
| Dogwood Wealth Management LLC | 0.00% | No change | 15 | $871 |
| Nemes Rush Group LLC | 0.00% | New | 6 | $349 |
| NewSquare Capital LLC | 0.00% | Reduce -100.0% | 1 | $48 |
| Roble, Belko & Company, Inc | 0.00% | Add +20.0% | 6 | $0 |
"% of holder's portfolio" is DGRO's weight in each manager's 13F, not the share of iShares Core Dividend Growth the manager owns.